Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Advus Financial Partners LLC
Advus Financial Partners LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $618,309
Assets of those plans
$410,126,209
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$618,309
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 15 |
| 50 | Direct payment from the plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Full Sail 401(k) Savings Plan | Full Sail | $148,971,278 | 2,608 | $110,853 |
| Earl Enterprises Retirement Savings Plan | Earl Enterprises Corporate | $33,139,369 | 746 | $55,174 |
| ECT 401(k) Tax-deferred Savings Plan | Environmental Consulting & Technology | $31,361,405 | 299 | $54,844 |
| Ortho 401(k) Solutions | Ortho Benefits | $29,451,894 | 323 | $53,173 |
| Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan | Vermeer Southeast Sales & Service | $27,612,559 | 292 | $36,869 |
| Orthopaedic Clinic of Daytona Beach, P.A. 401(k) Profit Sharing Plan | Orthopaedic Clinic of Daytona Beach | $23,228,946 | 183 | $48,497 |
| Launch Credit Union Retirement Plan | Launch Credit Union | $20,855,749 | 333 | $49,544 |
| Eye Specialists of Mid-florida, P.A. 401(k) Plan | Eye Specialists of Mid-florida | $17,863,540 | 241 | $33,328 |
| Jerry Leigh of California, Inc. 401(k) Profit Sharing Plan | Jerry Leigh of California | $16,502,881 | 385 | $28,675 |
| LSQ Group Holdings LLC 401(k) Plan | LSQ Group Holdings | $14,377,865 | 129 | $43,653 |
| Moda Operandi, Inc. 401(k) Plan | Moda Operandi | $12,952,718 | 252 | $16,438 |
| Boniface-hiers 401(k) Plan | Boniface | $11,986,409 | 154 | $23,831 |
| Leadingresponse 401(k) Plan | RME Group Holding | $8,579,372 | 151 | $28,675 |
| Harbor Retirement Associates, LLC 401(k) Plan | Harbor Retirement Associates | $7,459,968 | 349 | $27,753 |
| Orchid Island Juice Company 401(k) Profit Sharing Plan and Trust | Orchid Island Juice | $5,782,256 | 137 | $7,002 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.